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Pegasus Opera II Sales Pipeline Management

In today’s hectic business environment, employees need more tools and information to win new customers and manage existing customer relationships. With Opera II Sales Pipeline Management (SPM), you gain total control over customers and prospects, whatever your goal.

SPM is a fully integrated module of Opera II that gives you clear insight into all stages of the sales process. From the first point of contact, you can manage prospects, convert prospects to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution.

When your sales team is out on the road, it is essential to be able to manage SPM data on the move.
SPM Remote allows users to work offline with SPM and other Opera II related data with synchronisation of the SPM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.

Opera II SPM - Functionality Summary

  • Fully integrated module for Opera II - eliminating the need to maintain data on several systems
  • Maintain company details - single point of entry for new prospects or cross-reference existing customers/suppliers from the Sales / Purchase ledgers
  • Maintain unlimited contact details (including site addresses) within a company
  • New contacts can automatically update your Microsoft Outlook address book
  • User definable fields and look ups for Contact, Company, and Opportunity forms
  • Send e-mail / e-shots and import incoming e-mail from Microsoft Outlook 2003
  • Record notes and history against a contact
  • Remote access available for sales people on the move

  • History automatically updated by activities that take place, e.g. letters, mail shots
  • Record and track sales opportunities against a contact
  • Quotations can be generated for a customer or prospect and associated with a sales opportunity
  • Book appointments with a contact. These can be added automatically to your Outlook diary and recorded against the contacts history. Log 'to do' tasks against a contacts, opportunities, helpdesk calls or contracts
  • Send e-mails via Microsoft Outlook for a contact or group
  • Generate mail shots (using Microsoft Word) for list of contacts / groups
  • Convert prospect / quotation details to live customer / sales order
  • Flexible reporting system via CRM reports, Excel allowing easy customisation
  • Sales funnel report
  • Sales forecasting reports, adjusted for probability. Analysis of sales by status / user / contact / company for a given date range.
  • Activity Reports - including time based reports

More Information – Contact Quorum Business Systems

If you require further information regarding Opera II SPM, please contact us.

Quorum Business Systems are one of Pegasus’ leading Business Partners, and with offices in both Watford and Edinburgh, we are well placed to provide a service to customers throughout the country.

Quorum has specialised in Pegasus Software solutions for over 18 years, while offering the associated services to provide a complete IT service for hundreds of satisfied customers during that time. 

With accolades such as Pegasus Software Best Service Award and Partner Excellence Award 2009, you should look no further than Quorum Business Systems when choosing your business software.

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